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LGCF vs XLF

Shared holdings
30
LGCF covered by XLF
29.84%
XLF covered by LGCF
29.84%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LGCF (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP6.96%
CHEVRON CORP6.72%
ABBVIE INC4.70%
JPMORGAN CHASE and CO4.47%
GOLDMAN SACHS GROUP INC4.41%
WELLS FARGO & CO4.19%
GILEAD SCIENCES INC2.95%
AMERICAN EXPRESS CO2.82%
CONOCOPHILLIPS2.82%
PFIZER INC2.77%
UBER TECHNOLOGIES INC2.47%
QUALCOMM INC2.35%
BRISTOL-MYERS SQUIBB CO2.11%
CHUBB LTD2.07%
NEWMONT CORP2.00%
CAPITAL ONE FINANCIAL CORP1.98%
PROGRESSIVE CORP OHIO1.98%
ALTRIA GROUP INC1.89%
COMCAST CORP CL A1.82%
APPLOVIN CORP1.73%
MERCADOLIBRE INC1.39%
EOG RESOURCES INC1.35%
US BANCORP DEL1.33%
REGENERON PHARMACEUTICALS INC1.32%
VALERO ENERGY CORP1.30%
MARATHON PETROLEUM CORP1.27%
PHILLIPS 661.25%
THE CIGNA GROUP1.19%
ROYAL CARIBBEAN CRUISES LTD1.15%
TRAVELERS COS IN1.12%
CHENIERE ENERGY INC1.05%
ONEOK INC1.03%
ALLSTATE CORPORATION0.93%
AIRBNB INC CLASS A0.89%
OCCIDENTAL PETROLEUM CORP0.86%
APOLLO GLOBAL MANAGEMENT INC0.80%
PAYPAL HOLDINGS0.78%
CARVANA CO CL A0.73%
AMERIPRISE FINANCIAL INC0.72%
AMERICAN INTERNATIONAL GROUP0.71%
EBAY INC0.71%
DELTA AIR LI0.71%
METLIFE INC0.67%
HARTFORD INSURANCE GROUP INC/THE0.65%
ARCH CAPITAL GROUP LTD0.64%
DIAMONDBACK ENERGY INC0.63%
ARCHER DANIELS MIDLAND CO0.59%
M&T BANK CORP0.55%
FIFTH THIRD BANCORP0.52%
COGNIZANT TECH SOLUTIONS CL A0.51%

XLF (March 31, 2026)

SecurityWeight
BERKSHIRE HATH-B12.45%
JPMORGAN CHASE and CO11.23%
VISA INC-CLASS A7.20%
MASTERCARD INC CL A5.76%
BANK OF AMERICA CORPORATION4.58%
GOLDMAN SACHS GROUP INC3.59%
WELLS FARGO & CO3.49%
CITIGROUP INC2.81%
MORGAN STANLEY2.80%
AMERICAN EXPRESS CO2.29%
SCHWAB CHARLES CORP2.22%
BLACKROCK INC1.97%
S&P GLOBAL INC1.84%
CHUBB LTD1.68%
PROGRESSIVE CORP OHIO1.65%
CAPITAL ONE FINANCIAL CORP1.62%
CME GROUP INC CL A1.51%
INTERCONTINENTAL EXCHANGE INC1.27%
BLACKSTONE INC1.22%
PNC FINANCIAL SERVICES GRP INC1.19%
MARSH & MCLENNAN1.19%
BANK OF NEW YORK MELLON CORP1.16%
US BANCORP DEL1.15%
AON PLC0.98%
MOODYS CORP0.95%
KKR & CO INC0.90%
TRAVELERS COS IN0.89%
TRUIST FINL CORP0.82%
ARTHUR J GALLAGHAR AND CO0.79%
ROBINHOOD MARKETS INC0.78%
ALLSTATE CORPORATION0.76%
APOLLO GLOBAL MANAGEMENT INC0.73%
AFLAC INC0.73%
FIFTH THIRD BANCORP0.59%
PAYPAL HOLDINGS0.59%
AMERIPRISE FINANCIAL INC0.57%
AMERICAN INTERNATIONAL GROUP0.57%
MSCI INC0.56%
COINBASE GLOBAL INC0.55%
METLIFE INC0.55%
NASDAQ INC0.54%
HARTFORD INSURANCE GROUP INC/THE0.53%
STATE STREET CORP0.50%
ARCH CAPITAL GROUP LTD0.49%
PRUDENTL FINL0.48%
BLOCK INC CL A0.47%
HUNTINGTON BANCSHARES INC0.45%
M&T BANK CORP0.44%
FISERV INC0.43%
INTERACTIVE BROKERS GROUP INC0.42%

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